Marketing Creatio
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

Configure restriction of the number of emails for sending

Adjust the email restriction settings and your customers will not receive an excessive number of emails from your company. It helps to reduce spam complaints. For example, you can configure sending of no more than 2 emails per day and no more than 10 emails per month.

Note that the configuration is based on the email category – you need to set up separate email sending restrictions for bulk and trigger emails. If you want to configure the same restrictions for all email types, create two identical rules of [Bulk email] and [Trigger email] categories (the [Email category] column).

To set up:

1.Open the System Designer by clicking btn_system_designer00098.png in the top right corner of the application window.

2.Click the [Lookups] link in the [System setup] block (Fig. 1).

Fig. 1 Opening the [Lookups] section

scr_limit_number_of_letters_link_lcp.png 

3.Open the [Bulk email restriction rules] lookup.

4.Click the [New] button to create a rule. A new string appears in the editable list.

5.Specify the values of the new record in the new string (Fig. 2):

a.[Name] – specify the name of the rule. For example, “10 emails per week”.

b.[Time period, days] – specify the period (days) for the email restriction.

c.[Maximum sending] – specify the maximum number of emails that can be sent to the contact during a specified time.

d.[Email category] – specify the category that the restriction applies to: “Bulk email” or “Trigger email”.

e.[Email type] – select the type of emails that the restriction applies to. This column displays values from the [Email type] lookup.

Fig. 2 Configure restriction of the number of emails for sending

scr_section_email_lookup_bulk_emai_restriction_rules.png 

6.Click the btn_com_apply.png button to save the added record.

7.Repeat these steps for each new rule.

Note

You can create an unlimited number of rules. All rules added to the lookup are considered to be active.

Creatio checks whether marketing communication has been reached for each recipient, whenever a new marketing email is sent. If at least one of the thresholds is reached for a recipient, the system will not send another email to this recipient and set "Communication limit" as their response.

See also

How to set up an unsubscribe link in emails

How to manage subscriptions for various email types

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